Advisor at Gibraltar Wealth Management, LLC
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Location
Abington, PA 19001
Credentials
Series 63, Series 65
Industry experience
41 years
James Dodderidge is a financial advisor at Gibraltar Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gibraltar since 2021. His prior experience includes roles at L.L. Bean and Cresap Inc. outside the financial sector. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm combines proprietary and model-driven approaches with independent manager allocations, managing a substantial portion of assets non-discretionarily and offering specialized advisory programs.
Based on Gibraltar Wealth Management, LLC
Based on Gibraltar Wealth Management, LLC
Fixed fees generally range from $3,000 to $18,000 for financial counseling and consulting services; investment management fixed fees range from $1,200 to $60,000 annually
$0+: 0.25% to 1.50% annually (Investment Management and Wealth Management fee varies by asset size and service type) $0+: 0.50% to 1.25% annually (Relative Strength Investment Advisory fees, negotiable) $0+: 0.40% to 0.75% annually (Inter-Active Advisory Services)
Certain supervised persons may offer insurance products under commission arrangements in their individual capacity
Hourly fees generally range from $150 to $350 depending on service and professional
Performance-based fees available for certain clients, including pooled investment vehicle clients and separate account clients; private fund charges 2.00% (Class A) or 1.00% (Class B) management fees plus 10% performance fee over hurdle rate
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,200 which may be waived at firm's discretion; minimum annual fee of $500 for Relative Strength investment advisory services Fee-only: Fixed fees range between $1,200 and $60,000 annually; hourly fees range from $150 to $350 per hour; financial counseling and consulting fees negotiable
1117 Old York Road
Abington, PA 19001
Pennsylvania
Gibraltar Wealth Management, LLC
2021 - Present (5 years)
L.L. Bean
2016 - Present (10 years)
Cresap Inc.
2010 - 2021 (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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